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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,090 | $97,027-49.4% | $83,323-41.1% | $135,382-63.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -15.39% | 12.31%-27.7pp | 10.63%-26.0pp | 519.77%-535.2pp |
| Employer contribution / active EE | $2,545 | $4,143-38.6% | $3,379-24.7% | $4,779-46.7% |
| Participant deferral / active EE | $17,200 | $5,964+188.4% | $5,565+209.1% | $5,609+206.7% |
| Admin fee / account holder | $138 | $8,427-98.4% | $7,539-98.2% | $10,829-98.7% |